Kalos Management

Kalos Management (CRD# 133025) is a financial advisory firm headquartered in Alpharetta, GA. They manage $194,888,215 in 2,311 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    2,311
    ACCOUNTS
  • Average Account Value
    $84,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Kalos Management
Showing 1 - 10 of 118 top financial advisors.
1
Brian A. Akers
CRD#: 2124313
126-1 Industry Lane, Forest Hill, MD 21050
96
Wealthminder
score

Brian Akers (CRD# 2124313) is an Investment Advisor Representative working at Kalos Management in Forest Hill, MD and has over 27 years of experience in the finance industry. Brian Akers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph A. Bottani
CRD#: 4746193
8084 Watson Road, Saint Louis, MO 63119
96
Wealthminder
score

Joseph Bottani (CRD# 4746193) is an Investment Advisor Representative working at Kalos Management in Saint Louis, MO and has over 14 years of experience in the finance industry.

3
Robert R. Courser
CRD#: 2552567
2900 Charlevoix Dr Se Suite 310, Grand Rapids, MI 49546
96
Wealthminder
score

Robert Courser (CRD# 2552567) is an Investment Advisor Representative working at Kalos Management in Grand Rapids, MI and has over 23 years of experience in the finance industry. Robert Courser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Patrick B. Healey
CRD#: 2816003
239 Washington Street, Suite 304, Jersey City, NJ 07302
96
Wealthminder
score

Patrick Healey (CRD# 2816003) is an Investment Advisor Representative working at Kalos Management in Jersey City, NJ and has over 9 years of experience in the finance industry. Patrick Healey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Caleb W. Huftalin
CRD#: 5114075
1530 E. Williams Field Road, Suite 201-19, Gilbert, AZ 85295
96
Wealthminder
score

Caleb Huftalin (CRD# 5114075) is an Investment Advisor Representative working at Kalos Management in Gilbert, AZ and has over 6 years of experience in the finance industry. Caleb Huftalin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Lawrence C. Lee
CRD#: 1884540
11525 Park Woods Circle, Suite 280, Alpharetta, GA 30005
96
Wealthminder
score

Lawrence Lee (CRD# 1884540) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 29 years of experience in the finance industry. Lawrence Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Larry K. Lyons
CRD#: 2856522
11525 Park Woods Circle, Suite 280, Alpharetta, GA 30005
96
Wealthminder
score

Larry Lyons (CRD# 2856522) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 21 years of experience in the finance industry.

8
Martin H. McFarlin
CRD#: 2838151
745 S. Church Street, Suite 125, Murfreesboro, TN 37130
96
Wealthminder
score

Martin McFarlin (CRD# 2838151) is an Investment Advisor Representative working at Kalos Management in Murfreesboro, TN and has over 21 years of experience in the finance industry. Martin McFarlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Steven A. Rose
CRD#: 1486965
11525 Park Woods Circle, Suite 280, Alpharetta, GA 30005
96
Wealthminder
score

Steven Rose (CRD# 1486965) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 32 years of experience in the finance industry. Steven Rose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Cory A. Shuford
CRD#: 5674524
123 North Main Street, Belmont, NC 28012
96
Wealthminder
score

Cory Shuford (CRD# 5674524) is an Investment Advisor Representative working at Kalos Management in Belmont, NC and has over 6 years of experience in the finance industry. Cory Shuford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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